-1.6%
IQV vs CCEP
+105.2%
-106.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | +0.2% |
| 7D | -2.6% | -3.7% | +1.1% | -1.1% |
| 30D | +6.2% | -2.1% | +8.3% | +7.0% |
| 3M | +38.0% | +7.2% | +30.8% | +34.2% |
| 6M | +43.9% | +3.3% | +40.6% | +41.6% |
| YTD | +14.0% | +15.7% | -1.7% | +6.2% |
| 1Y | +35.5% | +16.6% | +19.0% | +25.5% |
| 3Y | +20.3% | +84.3% | -63.9% | -11.2% |
| 5Y | -1.6% | +109.0% | -110.7% | -35.0% |
| All | -1.6% | +105.2% | -106.9% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling